# Senior Virtual Relationship Manager.MGN Egypt - RBG - Mashreq Plus.Retail Banking Group-MEGPCOE at Mashreq

Mashreq is hiring a Senior Virtual Relationship Manager.MGN Egypt - RBG - Mashreq Plus.Retail Banking Group-MEGPCOE for a remote role open to applicants in Egypt. Level rates it Little AI ●○○○; you can [apply on Level](https://jobsbylevel.com/go/636909fe-0fd4-41e6-b27e-8c517f6dedb3?utm_medium=ai-agent).

AI Level 1, AI centrality 36 out of 100. Remote (Egypt).

## Details

- Company: [Mashreq](https://jobsbylevel.com/companies/mashreq)
- AI level: AI Level 1 (score 36 out of 100)
- Location: Remote (Egypt)
- Posted: October 14, 2026
- Apply: https://jobsbylevel.com/go/636909fe-0fd4-41e6-b27e-8c517f6dedb3?utm_medium=ai-agent

## Description

Job Purpose To provide his portfolio customers with personalized service so as to develop close relationships, achieve maximum profitable contribution for the bank and retain their loyalty. Nurture the clients and enable them to Mashreq Plus eligibility for upgrading them to Certified F-F RMs. Minimize customer attrition & maintain customer contact. Enhance Mashreq Plus Balance sheet sales and promote the cross selling of bank product to existing potential customers. Safeguard the bank from potential loss To continue to maintain and improve the quality of service offered to Priority customers. Acquire ‘new to bank’ affluent customers. Reach financial goals set for the role by the business as per annual and monthly financial targets, including x-sell and up-sell of products to customers, to existing and new to bank customers. Key Result Areas Optimize the potential value of the client base through the delivery of MG Products and Services Communicate with HNW client and identify their financial needs Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services Maximize profitability from the Mashreq Plus base whilst countering competition from other providers offering alternative investments / WM opportunities Acquire New to Bank HNW clients. Maintain a superior customer service experience for clients including preempting issues and proactive servicing. Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales. Enhance market profile and awareness Minimize customer attrition Maintain proactive client contact. Operating Environment, Framework and Boundaries, Working Relationships Operates in Mashreq Plus environment where the job holder interacts with customers through telephone, emails and face to face (when necessary). Operates within standard rules and guidelines set by bank and additional ones set by Mashreq Plus Product & Proposition and Governance & Controls. Frequently interacts with CCU, CPC, GSU, CAM and Governance to ensure smooth running of business. Interact with product managers / line managers to constantly provide feedback on competition and client response to product / services Ensure client expectations are constantly met Problem Solving Ability to understand customer’s financial needs on a one on one basis Intricate understanding of products pertaining to HNW customers – both internal and external (competitors) Advanced Market knowledge of various investment vehicles / markets / economics Accurate projection of sales numbers Proactive action on customer feedback and needs Timely escalation of service issues Decision Making Authority & Responsibility The job holder requires to possess to review customer relationship, bank policy and financial objectives to take decisions on charges reversal recommendations and maintenance & deviation recommendations. Pricing discretion for effective relationship Management Strong responsibility for Ethical selling to customers with complete disclosure about products and services Knowledge, Skills and Experience University Graduate. Excellent communication and negotiation skills. Fluency in English is mandatory. Arabic language is an added advantage. At least, 2 years’ experience in a similar job with another bank / financial services. Strong sales knowledge & insurance/investments/ Financial Market Knowledge. Strong Interpersonal skills and cultural sensitivity Relationship Management & Networking skills. Extrovert & amiable personality Strong analytical and numerical skills. Ability to work under pressure and think on his / her feet. Dynamic, results-oriented approach to work.

Source: https://jobsbylevel.com/jobs/senior-virtual-relationship-manager-mgn-egypt-rbg-mashreq-plus-retail-banking-group-megpcoe-at-mashreq-7b18d1

## Cite this page

Level. https://jobsbylevel.com/jobs/senior-virtual-relationship-manager-mgn-egypt-rbg-mashreq-plus-retail-banking-group-megpcoe-at-mashreq-7b18d1.

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